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  1. RAISE Summit27 min

    Eric Schmidt & Andrew Feldman: The Race to SuperIntelligence

    Eric Schmidt, Andrew Feldman

    Cerebras Systems CEO Andrew Gerrandt asserts that the company's Wafer Scale Engine architecture delivers inference performance nearly two orders of magnitude faster than competitors, driving a market shift from training-dominant to inference-heavy workloads. This hardware acceleration, combined with strategic open-source adoption and co-designed software, has compressed industrialization timelines from decades to five years while exposing critical bottlenecks in global energy infrastructure and data sovereignty. As the industry navigates an uncharted S-curve of explosive growth, geopolitical competition and alignment risks now define the trajectory toward autonomous, on-device AI integration.

  2. RAISE Summit20 min

    Eric Schmidt: AI and the Genesis of a New Epoch

    Eric Schmidt, Henri Delahaye

    Dr. Eric Schmidt characterizes the current technological landscape as a new epoch driven by the imminent arrival of reasoning-based AI, predicting that Artificial General Intelligence and superintelligence will emerge within four to six years. The discussion highlights a geopolitical divergence where the United States pursues capital-intensive closed-source models while China leverages open-weight systems, creating a strategic risk where global usage may outpace Western control. Schmidt concludes that massive infrastructure investment in compute capacity will outlast concerns of a market bubble, as autonomous systems will drive unprecedented growth in mathematics and software development independent of human data constraints.